Universe
Active equities from the selected country only. ETFs, crypto, commodities, and listings outside the selected market are excluded from each country index.
Signal Validation
Trend Performance Index
United States equities with 4-8 positive trend weeks, a weekly close below fair value, positive Market Activity, positive 30-week SMA Rate of Change, and positive Relative Strength.
Index Value
437.28
Total Return
337.28%
CAGR
52.30%
Annualized from first index week
Edge vs Market
+29.85%/yr
Beats SPY on CAGR
Risk Adjusted
Sharpe 2.23
Sortino 3.79
Current Holdings
283
Transactions
4969
Avg 1416.8/yr ·
118.1/mo ·
27.2/wk
Exit Mix
2343
Stop 57.3% ·
Warning 42.6%
· Other 0.1%
Method
How The Index Works
The index is a weekly, equal-weighted performance model for the selected country’s equities. It starts at 100.00 on the first transaction week after 1 Jan 2023 and is rebuilt from stored weekly closes, indicators, and Smart Money warning data.
Entry Rule
A stock enters at that week’s close when it has 4-8 positive trend signals, the close is below that week’s fair value, Market Activity, 30-week SMA 4-week Rate of Change, and Relative Strength are all above zero, and there is no Reversal Risk or Reversal Danger Warning that week.
Exit Rule
A position exits at the weekly close on the first Reversal Risk Warning or Reversal Danger Warning. It also exits if the weekly close falls 20% or more below the original entry close.
Return Math
Each active holding contributes equally. The weekly index return is the average weekly close-to-close return of all positions active during that week, then compounded into the index value.
Assumptions
- Positions that exit cannot re-enter during the same positive trend run; the trend signal must reset first.
- New positions are not opened on weeks with Reversal Risk or Reversal Danger Warnings.
- Positions are closed at the last valid close if a 5x or larger weekly close scale break indicates a price-data unit change.
- Transaction prices are the stored weekly closes for the entry or exit week, except price scale-break exits, which use the last valid close.
- Returns are shown before transaction costs, bid-ask spreads, slippage, taxes, and other implementation frictions.
Weekly Index
Cumulative Value
Latest Week
Positions In And Out
New Positions In
Entries at weekly close
AMCX
NASDAQ · AMC Networks Inc
9.92
4 signals · MA 47.92 · ROC 1.23% · RS 4.42
BFRI
NASDAQ · Biofrontera Inc
1.10
4 signals · MA 27.02 · ROC 3.25% · RS 2.20
FIVN
NASDAQ · Five9 Inc
25.42
6 signals · MA 41.93 · ROC 1.63% · RS 2.87
HPP
NYSE · Hudson Pacific Properties Inc
15.18
4 signals · MA 83.69 · ROC 3.64% · RS 4.60
IFBD
NASDAQ · Infobird Co Ltd
1.21
4 signals · MA 0.63 · ROC 1.78% · RS 2.44
S
NYSE · SentinelOne Inc
17.88
6 signals · MA 36.82 · ROC 1.09% · RS 1.09
STFS
NASDAQ · Star Fashion Culture Holdings Limited
18.29
8 signals · MA 81.90 · ROC 18.63% · RS 12.34
SXC
NYSE · SunCoke Energy Inc
8.22
7 signals · MA 32.21 · ROC 3.23% · RS 1.72
Positions Out
Closed at weekly close
ACDC
NASDAQ · ProFrac Holding Corp.
4.92
20% entry drawdown · -23.36%
AMR
NYSE · Alpha Metallurgical Resources Inc
146.69
20% entry drawdown · -23.81%
IPWR
NASDAQ · Ideal Power Inc
4.57
20% entry drawdown · -25.08%
KELYB
NASDAQ · Kelly Services B Inc
23.95
Reversal Risk Warning · 89.47%
LAND
NASDAQ · Gladstone Land Corporation
8.56
20% entry drawdown · -20.43%
LESL
NASDAQ · Leslies Inc
6.24
20% entry drawdown · -34.93%
LVO
NASDAQ · LiveOne Inc
5.23
20% entry drawdown · -24.64%
TROX
NYSE · Tronox Holdings PLC
6.14
20% entry drawdown · -20.79%
UNCY
NASDAQ · Unicycive Therapeutics Inc
5.21
20% entry drawdown · -22.12%
XWEL
NASDAQ · XWELL Inc.
0.95
20% entry drawdown · -25.57%
Live Book
Current Holdings
Ticker
Entry
Last Close
Return
Signals
Activity
ROC
RS
PYPD
NASDAQ · PolyPid
18 Jul 20253.62
5.23
44.48%
4
45.45
2.13%
0.85
QMCO
NASDAQ · Quantum Corporation
3 Jul 202610.16
10.02
-1.38%
5
99.41
9.13%
7.75
RCI
NYSE · Rogers Communications Inc
15 Aug 202533.98
32.93
-3.10%
5
99.19
2.66%
3.12
RDNW
NASDAQ · RideNow Group, Inc.
7 Nov 20254.40
5.88
33.64%
8
23.02
4.19%
6.01
REGN
NASDAQ · Regeneron Pharmaceuticals Inc
21 Nov 2025753.90
664.52
-11.86%
6
88.39
2.81%
10.49
RHI
NYSE · Robert Half International Inc
26 Jun 202632.76
32.40
-1.10%
4
93.84
3.50%
4.61
RIG
NYSE · Transocean Ltd
24 Oct 20253.90
5.20
33.33%
7
31.95
1.35%
6.69
RILY
NASDAQ · BRC Group Holdings, Inc.
6 Feb 20267.88
7.18
-8.88%
4
93.99
14.06%
50.24
RILYL
NASDAQ · BRC Group Holdings, Inc.
6 Feb 202610.14
14.39
41.91%
4
79.81
21.07%
80.56
RIVN
NASDAQ · Rivian Automotive Inc
30 May 202514.53
17.48
20.30%
4
79.65
5.19%
6.43
RJET
NASDAQ · Republic Airways Holdings Inc
12 Sep 202520.55
18.77
-8.66%
4
61.34
0.56%
11.34
RLYB
NASDAQ · Rallybio Corp
20 Mar 20268.87
15.73
77.34%
4
89.82
12.32%
91.55
RMAX
NYSE · Re Max Holding
12 Jun 20269.20
10.58
15.00%
4
59.42
2.39%
2.76
RXO
NYSE · RXO Inc.
15 May 202618.69
26.25
40.45%
4
94.71
3.17%
6.91
S
NYSE · SentinelOne Inc
10 Jul 202617.88
17.88
New
Entry week
6
36.82
1.09%
1.09
SABR
NASDAQ · Sabre Corpo
3 Jul 20262.09
1.85
-11.48%
7
77.09
2.51%
3.07
SAIH
NASDAQ · SAIHEAT Limited
15 May 202611.74
12.50
6.47%
4
87.09
2.75%
18.60
SEDG
NASDAQ · SolarEdge Technologies Inc
10 Apr 202641.76
55.18
32.14%
4
79.21
6.04%
28.78
SG
NYSE · Sweetgreen Inc
12 Jun 20269.07
8.36
-7.83%
4
84.35
5.50%
0.56
SHEN
NASDAQ · Shenandoah Telecommunications Co
10 Apr 202615.14
12.71
-16.05%
4
83.28
1.61%
10.56
SHLS
NASDAQ · Shoals Technologies Group Inc
22 Aug 20256.48
10.02
54.63%
7
35.11
0.28%
19.31
SIRI
NASDAQ · Sirius XM Holding Inc
24 Apr 202626.34
30.42
15.47%
4
70.31
1.35%
7.17
SKK
NASDAQ · SKK Holdings Limited
19 Jun 20264.63
4.73
2.16%
4
66.06
3.42%
1.46
SLN
NASDAQ · Silence Therapeutics PLC
26 Jun 202610.14
9.09
-10.36%
5
47.25
1.89%
45.84
SM
NYSE · SM Energy Co
17 Apr 202625.79
27.81
7.81%
4
58.09
1.97%
0.36
SMHI
NYSE · SEACOR Marine Holdings Inc
26 Sep 20256.91
7.80
12.88%
5
63.72
0.75%
0.35
SOTK
NASDAQ · Sono-Tek Corp
7 Nov 20254.53
5.54
22.30%
6
49.76
3.02%
0.17
SPRU
NYSE · Spruce Power Holding Corp
7 Nov 20252.72
2.40
-11.76%
4
74.88
3.73%
9.56
SRI
NYSE · Stoneridge Inc
12 Jun 20267.67
7.16
-6.65%
5
52.80
1.85%
0.32
SSBI
NASDAQ · Summit State Bank
11 Apr 20258.15
13.44
64.85%
4
87.18
0.70%
3.04
Ledger
Transaction History
Date
Action
Ticker
Price
Reason
Return
Qualifiers
6 Dec 2024
Exit
MYSE
NASDAQ · Myseum, Inc.
1.80
20% entry drawdown
-20.35%
Entry 15 Nov 2024
2.26
6 Dec 2024
Exit
NCTY
NASDAQ · The9 Ltd ADR
19.00
Reversal Risk Warning
126.19%
Entry 8 Nov 2024
8.40
6 Dec 2024
Exit
NOW
NYSE · ServiceNow Inc
224.87
Reversal Risk Warning
142.82%
Entry 14 Apr 2023
92.61
6 Dec 2024
Exit
PCOR
NYSE · Procore Technologies Inc
83.00
Reversal Risk Warning
40.23%
Entry 24 Mar 2023
59.19
6 Dec 2024
Exit
PLCE
NASDAQ · Children’s Place Inc
11.81
20% entry drawdown
-26.65%
Entry 22 Nov 2024
16.10
6 Dec 2024
Entry
RNG
NYSE · Ringcentral Inc
40.89
Trend inclusion
-
7 signals
MA 75.44 · ROC 2.62% · RS 7.85
6 Dec 2024
Exit
SHAK
NYSE · Shake Shack Inc
138.76
Reversal Risk Warning
138.05%
Entry 3 Feb 2023
58.29
6 Dec 2024
Exit
TBCH
NASDAQ · Turtle Beach Corporation
18.56
Reversal Risk Warning
20.44%
Entry 15 Mar 2024
15.41
6 Dec 2024
Exit
TTD
NASDAQ · Trade Desk Inc
139.11
Reversal Risk Warning
121.87%
Entry 5 May 2023
62.70
6 Dec 2024
Entry
ZSTK
NASDAQ · ZeroStack Corp.
65.13
Trend inclusion
-
6 signals
MA 1.21 · ROC 0.08% · RS 8.92
29 Nov 2024
Entry
ALGT
NASDAQ · Allegiant Travel Company
81.84
Trend inclusion
-
4 signals
MA 97.69 · ROC 5.10% · RS 17.02
29 Nov 2024
Entry
BILL
NYSE · Bill Com Holdings Inc
90.22
Trend inclusion
-
4 signals
MA 92.06 · ROC 6.42% · RS 26.13
29 Nov 2024
Exit
BNTX
NASDAQ · BioNTech SE
118.39
Reversal Risk Warning
-1.77%
Entry 11 Oct 2024
120.52
29 Nov 2024
Exit
CARG
NASDAQ · CarGurus
37.82
Reversal Risk Warning
62.04%
Entry 19 Jan 2024
23.34
29 Nov 2024
Entry
CDXS
NASDAQ · Codexis Inc
4.58
Trend inclusion
-
4 signals
MA 77.39 · ROC 5.14% · RS 26.60
29 Nov 2024
Entry
CNTY
NASDAQ · Century Casinos Inc
4.40
Trend inclusion
-
4 signals
MA 96.28 · ROC 6.56% · RS 23.54
29 Nov 2024
Entry
EXFY
NASDAQ · Expensify Inc
3.26
Trend inclusion
-
4 signals
MA 60.64 · ROC 9.94% · RS 46.23
29 Nov 2024
Exit
FGBI
NASDAQ · First Guaranty Bancshares, Inc.
14.19
Reversal Risk Warning
18.76%
Entry 15 Nov 2024
11.95
29 Nov 2024
Exit
FSV
NASDAQ · FirstService Corp
192.26
Reversal Risk Warning
43.99%
Entry 24 Feb 2023
133.52
29 Nov 2024
Exit
GRFS
NASDAQ · Grifols SA ADR
6.88
20% entry drawdown
-24.51%
Entry 13 Sep 2024
9.11
29 Nov 2024
Entry
JYD
NASDAQ · Jayud Global Logistics Limited Class A Ordinary Shares
55.50
Trend inclusion
-
5 signals
MA 44.15 · ROC 3.13% · RS 2.85
29 Nov 2024
Entry
KOD
NASDAQ · Kodiak Sciences Inc
6.67
Trend inclusion
-
4 signals
MA 87.29 · ROC 9.42% · RS 58.74
29 Nov 2024
Exit
LBTYA
NASDAQ · Liberty Global PLC
14.13
Reversal Risk Warning
36.86%
Entry 13 Sep 2024
10.32
29 Nov 2024
Entry
LEE
NASDAQ · Lee Enterprises Incorporated
16.32
Trend inclusion
-
4 signals
MA 85.26 · ROC 4.89% · RS 27.87
29 Nov 2024
Exit
LOVE
NASDAQ · The Lovesac Company
37.72
Reversal Risk Warning
26.03%
Entry 18 Oct 2024
29.93
29 Nov 2024
Exit
LZB
NYSE · La-Z-Boy Incorporated
43.45
Reversal Risk Warning
59.28%
Entry 10 Mar 2023
27.28
29 Nov 2024
Entry
MGTX
NASDAQ · MeiraGTx Holdings PLC
6.77
Trend inclusion
-
4 signals
MA 97.92 · ROC 3.98% · RS 11.98
29 Nov 2024
Exit
NOAH
NYSE · Noah Holdings Ltd
11.90
Reversal Risk Warning
5.30%
Entry 1 Nov 2024
11.30
29 Nov 2024
Entry
NRGV
NYSE · Energy Vault Holdings Inc
2.06
Trend inclusion
-
5 signals
MA 67.70 · ROC 7.19% · RS 22.91
29 Nov 2024
Entry
PAYC
NYSE · Paycom Software, Inc.
229.00
Trend inclusion
-
4 signals
MA 95.14 · ROC 3.51% · RS 13.08